ASML Holding N.V. (ASML) vs Lam Research Corporation (LRCX)
- ASML Holding N.V. ASML 1,419.38 +4.62%
- Lam Research Corporation LRCX 199.63 +7.79%
ASML Holding N.V. and Lam Research Corporation are both Semiconductor Equipment & Materials companies. ASML Holding N.V. is the larger, with a market value of $522.9B against $231.4B — 2.3× the size. Lam Research Corporation trades at the lower P/E: 27.9× against 33.7×. Lam Research Corporation grew revenue faster over the last twelve months: 33.4% against 28.8%. ASML Holding N.V. has the higher net margin (34.1% vs 32.3%) and the higher return on invested capital (84.9% vs 59.1%). Both pay a dividend; ASML Holding N.V. yields more (0.68% vs 0.59%). Across the 23 metrics below, ASML Holding N.V. leads on 12 and Lam Research Corporation on 11.
Valuation
Profitability
| Metric | ASML | LRCX | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 54.35% | 51.05% | 46.86% |
| Operating margin | 38.55% | 36.95% | 12.02% |
| Net margin | 34.13% | 32.34% | 10.16% |
| Free cash flow margin | 52.28% | 25.02% | 6.73% |
| Return on equity | 0.00% | 70.12% | 5.31% |
| Return on assets | 25.93% | 35.02% | 4.10% |
| Return on invested capital | 84.93% | 59.12% | 6.36% |
Growth
Health
Dividend
Size
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